August 2020

Brad Shepard and Ryan Krystopowicz of WisdomTree join us to break down their recent model portfolio survey and share their experience from working with advisors as a model portfolio provider.

We dive deep into the 13F filings from Q2 to explore what sectors the big firms are investing in, and dive into why ETFs are such a great tax loss…

In episode three, we cover everything from fintwit to being a fiduciary, and hear from Vance about common gaps that financial advisors leave in financial planning for their clients.